VersaillesinNY

https://www.bloomberg.com/news/articles/2026-04-15/mark-mobius-tireless-explorer-of-emerging-markets-dies-at-89 RIP Mr Mobius.

Full article & pictures available here without paywall: https://www.msn.com/en-us/money/personalfinance/the-untold-story-of-charlie-munger-s-final-years/ar-AA1Re8Kt?ocid=finance-verthp-feeds

Peter Lynch new interview (2025)

'You were given the choice between war and dishonour. You chose dishonour, and you will have war.' Winston Churchill — To Neville Chamberlain' - Munich Agreement 1938 "It may be dangerous to be America's enemy, but to be America's friend is fatal" Henry Kissinger Reporter to Zelensky: “Why don't you wear a suit? You’re at the highest level in this country’s office…” Zelensky: “I will wear a costume after the war ends.”

https://brklyninvestor.com/2025/02/11/broken-markets/

https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-the-fed-should-get-rid-of-forward-guidance-and-just-do-their-job.html https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-ai-might-be-a-little-over-hyped-now-but-under-hyped-long-term.html https://www.cnbc.com/video/2024/05/07/stanley-druckenmiller-why-were-spending-like-were-still-in-the-great-depression-is-beyond-me.html https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html

RIP Charlie. You will be missed.

https://brklyninvestor.com/2023/10/20/interest-rates-some-books-etc/

Byron Trott, chairman and CEO, BDT Capital Partners - May 28, 2020

Todd Combs - Investing, the Last Liberal Art, Oct 9th, 2023 https://www.joincolossus.com/episodes/14034172/combs-todd-combs-investing-the-last-liberal-art?tab=transcript

You can listen to the podcast or download it under the mp3 file.

Seth Klarman interview – Timeless Value Investing - July 17, 2023 https://www.capitalallocators.com/podcast/timeless-value-investing/

He is back: http://brklyninvestor.com/

https://www.bloomberg.com/news/videos/2023-06-07/druckenmiller-on-how-ai-is-dominating-his-long-portfolio?sref=iO3LZPgY

Stanley's interview starts at 2 hours and 6 min: Transcript: https://tidalwave.substack.com/p/transcript-druckenmiller-april-2023

You are confusing Sequoia Fund (Ruane Cunniff) with Sequoia Capital (Venture Capital), the second did mark down its FTX investment to $0.

Joshua : Greetings, Professor Falken. Stephen Falken : Hello Joshua Joshua : A strange game. The only winning move is not to play. How about a nice game of chess? WarGames, 1983

Semper-Vic-Partners-L.P.-Letter-to-Investors-April-2020.pdfLetter-to-Investor-LP-2021Q4.pdfthomas-russo-value-investing-conference-march-15-2018.pdfSemper-Vic-Partners-LP-Letter-to-Investor-August-2021.pdf